See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,256 | $91,190-61.3% | $178,490-80.2% | $79,858-55.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.33% | 24.19%-5.9pp | 151.07%-132.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $839 | $3,256-74.2% | $5,011-83.3% | $2,471-66.1% |
| Participant deferral / active EE | $3,542 | $3,236+9.4% | $5,202-31.9% | $3,740-5.3% |
| Admin fee / account holder | $263 | $6,751-96.1% | $13,984-98.1% | $5,306-95.0% |